Financial Portfolio Manager

4 days ago


Liverpool, Liverpool, United Kingdom Agility Resoucing Full time
Overview

A prestigious opportunity to take on a senior role in our rapidly expanding accounting practice. As a Financial Portfolio Manager, you will oversee the management of client portfolios, ensuring seamless delivery of services and driving business growth.

Salary and Benefits

We offer a highly competitive salary package, including a base salary of £45,000 - £55,000 per annum, 25 days paid holiday plus bank holidays, and strong career development prospects.

Job Description

As a Senior Tax Advisor with a focus on contractors, your key responsibilities will include:

  • Managing client portfolios, providing expert advice on tax laws and regulations.
  • Preparation of year-end accounts, corporation tax returns, and personal tax returns.
  • PAYE and VAT preparation, ensuring accurate and timely submission.
  • Giving advice on IR35 contract reviews and regulatory matters.
  • Meeting client demands, handling queries via phone and email.
  • Maintaining up-to-date records, ensuring clients' accounts are current.

You will work closely with our team to develop innovative solutions, leveraging your expertise to drive business growth and customer satisfaction.


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